3 часа назад
Client Service Operations Analyst (Investment Management)
90 000 - 180 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Operations Analyst (Investment Management): Providing operational support and solutions for client teams across investment management and capital market operations with an accent on complex issue resolution, stakeholder coordination, and process optimization. Focus on developing scalable operational procedures, reducing operational risk, and leveraging enterprise technology tools to improve service delivery.
Location: Boston, MA, United States; hybrid schedule with office attendance 4 days per week and remote work 1 day per week.
Base salary: USD 90,000–180,000 per year, plus potential bonus, incentives, and benefits.
Company
is a private-partnership investment management firm serving institutional clients in more than 60 countries across global capital markets.
What you will do
- Provide operational support and solutions to client teams by analyzing and resolving complex issues.
- Coordinate with clients, vendors, custodians, Global Operations, Trading, Portfolio Implementation, and other global teams.
- Support sovereign, pension, insurance, and sub-advisory client types across specific geographies.
- Develop operational solutions, policies, and procedures for existing and new products and services.
- Identify and implement process improvements and best practices to improve efficiency, quality, scalability, and operational risk management.
- Build knowledge across investment strategies and market operations while using enterprise technology tools to improve client support.
Requirements
- 3+ years of experience in financial services, ideally in investment management, asset servicing, or custodian banking.
- Strong understanding of capital market operations and related regulatory requirements.
- Strong verbal and written communication, presentation, interpersonal, decision-making, problem-solving, and negotiation skills.
- Organized, self-starting approach and ability to work in a fast-paced environment with changing priorities.
- Ability to use regional expertise and language skills where applicable to support Americas client regulatory expectations and market practices.
Nice to have
- Experience with productivity and low-code tools such as Copilot, Power Automate, Python, High Gear, or Alteryx.
Culture & Benefits
- Collaborative culture that encourages independent thought and healthy debate.
- Retirement plan, health, dental, vision, pharmacy, HSA, and FSA coverage.
- Commuter program, employee assistance program, life and disability insurance, adoption assistance, and backup childcare.
- Tuition and CFA reimbursement, paid holidays, sick time, vacation time, volunteer time, and other paid leave.
- Flexible work environment combining regular in-office collaboration with one remote workday per week.
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